Advisors Moving to LPL

If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.

Current LPL Advisors

Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.

Clients of LPL Advisors

To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.

ClientWorks: Our Business Platform

Perform most of your daily activities in one place with ClientWorks, the integrated advisor platform. We built ClientWorks with your workflow in mind, to minimize time spent on routine tasks—and we refine it to meet your changing needs.

Our strengthened capabilities, infrastructure and operations have prepared us to take advantage of the opportunities that lay ahead.

- Dan Arnold, President and CEO, LPL Financial

A Comprehensive, Integrated Platform

ClientWorks is our comprehensive advisor platform designed—and continually refined—to help you run your business more efficiently. This intuitive system offers a single location to access all client account types, access data, and process business, including account opening, client management, trading, and more. Sort information based on your needs and place electronic requests without having to move to another system.

Less Time, More Efficiency

View and access client data and account information and process most of your business from a single location. ClientWorks is a dynamic platform that we continuously improve based on advisor feedback. Key features of our integrated advisor technology platform include:

New Account Opening allows you to open various account types with an easy-to-follow, one-time process.

Account Conversion makes it easier to convert your client’s brokerage account to an advisory account, if appropriate for your client, while maintaining the same account number and account history.

Client Reporting provides you with a fully integrated reporting and analytics tool to view the performance of your clients’ portfolios, including model comparisons and drift reports using custom and pre-defined templates.

Trading allows you to conduct direct trading of equities, mutual funds, and options directly from accounts or investments.

Compliance Center allows you to view all of your compliance information and activities through a collection of surveillance tools, which are integrated within the platform.